Assigning the Workflow

Use the Workflow tab to assign the workflow for the form.

To assign the workflow for the form:

  1. Open a Supplemental Data form.
  2. In New Form or Edit Form, click the Workflow tab.
  3. In When to Start, select values from the drop-down lists:
    • Frequency—How often the data is collected for the form.

    • Schedule from—The collection date:

      • End Date––The end date of the period.

      • Close Date––The closing date specified for the period.

    • Start day Offset––The start date for the data collection of the form. This determines the number of days after the End date or Close Date that the data collection date is authorized to begin. It can be a positive or negative number. For example, you can prepare data a few days before the start day, and set -3 for the collection to start 3 days from then.

  4. In Workflow, select values for the following:
    • Workflow option––Select an option:

      • Prepare

      • Prepare and then Approve

      • Prepare, then Approve, and then Post

      • Prepare and then Post

      • Post

    • Level of Approval—Select up to 10 levels of approvers.

    • Duration for—The maximum number of days allowed for a specific action per user.

      This data determines the scheduled completion date for submission, approval, and posting depending on the workflow option.

  5. In the Users section, add users in the enabled fields.
    • Click New.

    • Select a Workflow, then select users. The Workflow member selector is dynamic based on the workflow dimension selected.

    • To import users from a CSV file, click Import and then browse to the CSV file.

    • To remove a user, select the user, then from the menu bar, click Delete.